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Jamie Hopkins: CEO of Bryn Mawr Trust Advisors and Chief Wealth Officer at WSFS
Jamie Hopkins, CEO of Bryn Mawr Trust Advisors and Chief Wealth Officer at WSFS, joins the podcast to share a powerful conversation on retirement planning, wealth management, private equity, and building long-term financial security. Drawing from his personal journey and decades of experience advising investors and families, Jamie breaks down actionable strategies around adaptive spending, retirement income planning, private market investing, decumulation strategies, and the growing role of private equity in modern portfolios. He also discusses leadership, trust, purposeful communities, and…
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